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Tawana trading halt till tues or earlier if announcement made. Probably will announce a binding agreement, last chance to buy.
tawana may go up..bad news is that the chilean royalties going up...thats why lithium stock gets hit..
now the news is out,,only chilien mines gets hit..
australian mines becomes a better deal now...all eyes on au mines by biggie miners
now the news is out,,only chilien mines gets hit..
australian mines becomes a better deal now...all eyes on au mines by biggie miners
risktaker ( Date: 25-Jan-2018 11:44) Posted:
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Thanks for stepping up to be the next papayaface!
risktaker ( Date: 25-Jan-2018 11:44) Posted:
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I think can buy on dip... queue 40c n 40.5c
Market is weak
Also tawana likely gonna fall after trding halt... it has been dropping every single trading halt...
Good luck
Market is weak
Also tawana likely gonna fall after trding halt... it has been dropping every single trading halt...
Good luck
" In accordance with listing rule 17.1, Tawana Resources NL (ASX:TAW) requests a trading halt to be placed on the Company&rsquo s securities pending disclosure of the identity of a party to the tantalum offtake term sheet. "
Not really ground-breaking, even it' s a huge name like Mitsubishi.
Not really ground-breaking, even it' s a huge name like Mitsubishi.
stlimst ( Date: 25-Jan-2018 10:05) Posted:
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Tawana halted pending annoucement.
should be good news after the TA offtake annoucment just now.
Happy Invest
should be good news after the TA offtake annoucment just now.
Happy Invest
42c sell queue clearing
this one is good
There are no penalties to Tawana and AMAL for late deliveries.
Parties shall negotiate the binding definitive offtake agreement within two months from the date of
the Term Sheet.
so names and price will come out in next 2 months
a leading
international tantalum industry specialist - Hahaha
There are no penalties to Tawana and AMAL for late deliveries.
Parties shall negotiate the binding definitive offtake agreement within two months from the date of
the Term Sheet.
so names and price will come out in next 2 months
a leading
international tantalum industry specialist - Hahaha
Tanahkow ( Date: 25-Jan-2018 08:22) Posted:
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http://www.infomine.com/investment/metal-prices/tantalite-ore/
Estimated USD76 x 600,000 = USD 45.5M
Estimated USD76 x 600,000 = USD 45.5M
earnMeSS ( Date: 25-Jan-2018 07:33) Posted:
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TA off take term sheet
https://links.sgx.com/1.0.0/corporate-announcements/S7ANBY5BELM8UHF9/8173560ee2658352702d7c3ca64cc5955f0c5b522833f109edf9a36c89fff0bf
https://links.sgx.com/1.0.0/corporate-announcements/S7ANBY5BELM8UHF9/8173560ee2658352702d7c3ca64cc5955f0c5b522833f109edf9a36c89fff0bf
Gg 60c soon
risktaker ( Date: 25-Jan-2018 06:26) Posted:
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Lithium stocks bounce as devil is found in detail of SQM?s Chilean deal
25th January 2018
Tim Treadgold
Ignorance is not bliss, it?s actually quite expensive, as some investors in lithium stocks discovered this week as the shock of last Friday?s sell-off gave way to fresh details of what?s happening in Chile?s lithium industry.
In a few words, not as much happened in Chile as was first feared, and perhaps nothing at all, because while Chile?s biggest lithium producer, SQM, has won the right to expand production it will be at a fiercely expensive cost, thanks to a new royalty rate of up to 40%.
Rather than SQM rapidly regaining its status as the world?s biggest lithium producer after it ended years of hostility with the Chilean Government, it is possible that SQM will not be the market destabiliser that investors feared ? and even if it?s brine-lake lithium can be a low-cost source of lithium, the new royalty regime could be a killer.
As more information from Chile reached the market, Australian lithium stocks clawed back much of their lost ground.
Pilbara Minerals, which lost 8c to 92c in the immediate aftermath to the SQM deal being announced, traded yesterday up to $1.05, back where it was a week ago, before settling at around $1.01.
Orocobre, which fell 82c to $6.36, traded yesterday up to $6.98, to be just short of where it was before news of the Chilean Government approving SQM?s expansion broke in Australia.
The lithium news was the highlight of a shortened trading week in Australia which was dominated by the start of quarterly reporting season and should feature a fresh burst of interest in nugget-gold stocks today (Thursday) after an update from Canada?s Novo Resources at a conference in Vancouver.
Two investment bank reports of significance for lithium investors were released this week, one from UBS based on a tour of China and the other from Macquarie Bank, which looked at the Chile deal that frightened the market last week.
The key point in the UBS report was an observation made after a meeting with executives from Tianqi Lithium, the world?s third biggest producer of lithium carbonate, during which negative comments were made about the quality of China?s home-produced lithium.
China?s salt lakes, according to the UBS report, have impurity issues which can mean that the final carbonate product ?is unlikely to reach battery grade? ? an observation which goes some way to explaining why Australian lithium is in strong demand.
Quality, according to Tianqi, is seen as a ?bigger and bigger? driver of future lithium projects ? another plus for Australia.
The Macquarie report, however, was dynamite for the lithium industry, because it is the first to analyse the detail of the deal between SQM and the Chilean Government, including a breakdown of the punitive royalty regime.
Under a deal which also catches US-based Albemarle, a 6.8% free-on-board royalty will be replaced by a sliding scale using the price of lithium carbonate as a guide with the new starting rate (when the price is less than $US4000 a tonne) being 7%, rising to 10% when the price is between $US5000/t and $US6000/t, and then up to 25% when the price is between $US7,000 and $US10,000/t ? peaking at 40% when the price is more than $US10,000/t.
That royalty regime explains why Kidman Resources is not concerned about its joint venture with SQM at the Mt Holland hard-rock lithium project in WA, where royalties are a fraction of that being introduced in Chile.
SQM is probably keener on the WA project than before, which could be why Kidman?s share price added 10c this week to around $1.95, before settling at $1.85, a level which is up 23c on Monday?s low point of $1.62
25th January 2018
Tim Treadgold
Ignorance is not bliss, it?s actually quite expensive, as some investors in lithium stocks discovered this week as the shock of last Friday?s sell-off gave way to fresh details of what?s happening in Chile?s lithium industry.
In a few words, not as much happened in Chile as was first feared, and perhaps nothing at all, because while Chile?s biggest lithium producer, SQM, has won the right to expand production it will be at a fiercely expensive cost, thanks to a new royalty rate of up to 40%.
Rather than SQM rapidly regaining its status as the world?s biggest lithium producer after it ended years of hostility with the Chilean Government, it is possible that SQM will not be the market destabiliser that investors feared ? and even if it?s brine-lake lithium can be a low-cost source of lithium, the new royalty regime could be a killer.
As more information from Chile reached the market, Australian lithium stocks clawed back much of their lost ground.
Pilbara Minerals, which lost 8c to 92c in the immediate aftermath to the SQM deal being announced, traded yesterday up to $1.05, back where it was a week ago, before settling at around $1.01.
Orocobre, which fell 82c to $6.36, traded yesterday up to $6.98, to be just short of where it was before news of the Chilean Government approving SQM?s expansion broke in Australia.
The lithium news was the highlight of a shortened trading week in Australia which was dominated by the start of quarterly reporting season and should feature a fresh burst of interest in nugget-gold stocks today (Thursday) after an update from Canada?s Novo Resources at a conference in Vancouver.
Two investment bank reports of significance for lithium investors were released this week, one from UBS based on a tour of China and the other from Macquarie Bank, which looked at the Chile deal that frightened the market last week.
The key point in the UBS report was an observation made after a meeting with executives from Tianqi Lithium, the world?s third biggest producer of lithium carbonate, during which negative comments were made about the quality of China?s home-produced lithium.
China?s salt lakes, according to the UBS report, have impurity issues which can mean that the final carbonate product ?is unlikely to reach battery grade? ? an observation which goes some way to explaining why Australian lithium is in strong demand.
Quality, according to Tianqi, is seen as a ?bigger and bigger? driver of future lithium projects ? another plus for Australia.
The Macquarie report, however, was dynamite for the lithium industry, because it is the first to analyse the detail of the deal between SQM and the Chilean Government, including a breakdown of the punitive royalty regime.
Under a deal which also catches US-based Albemarle, a 6.8% free-on-board royalty will be replaced by a sliding scale using the price of lithium carbonate as a guide with the new starting rate (when the price is less than $US4000 a tonne) being 7%, rising to 10% when the price is between $US5000/t and $US6000/t, and then up to 25% when the price is between $US7,000 and $US10,000/t ? peaking at 40% when the price is more than $US10,000/t.
That royalty regime explains why Kidman Resources is not concerned about its joint venture with SQM at the Mt Holland hard-rock lithium project in WA, where royalties are a fraction of that being introduced in Chile.
SQM is probably keener on the WA project than before, which could be why Kidman?s share price added 10c this week to around $1.95, before settling at $1.85, a level which is up 23c on Monday?s low point of $1.62
https://www.linkedin.com/feed/update/urn:li:activity:6361853927016792064/
This counter quite disappointed.
But having said like to buy some if go lower
Keep watch
But having said like to buy some if go lower
Keep watch
Lol... u guys really hard to shake..hold so tight
HKLim6 ( Date: 24-Jan-2018 17:56) Posted:
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Gave up already
Marktay ( Date: 24-Jan-2018 17:36) Posted:
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Try harder....... :::)))))
risktaker ( Date: 24-Jan-2018 12:32) Posted:
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Good, be upfront. All are here to make money, whether up or down.
risktaker ( Date: 24-Jan-2018 15:18) Posted:
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I am not long anymore... just waiting to see how low can alliance go
HKLim6 ( Date: 24-Jan-2018 14:47) Posted:
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